Get Ready for Retirement

Ensure that you're on the right track for retirement, and your strategy is as robust as it can be.
Book a focused retirement consultation with a certified financial planner.

Retirement Strategy Session

A tailored 60-minute video session with a specialist retirement planner.

This 1-2-1 consultation will help you understand your retirement readiness and provide guidance to improve your retirement options.

Who’s it for?

This session is tailored for individuals with £300,000+ in investable assets, including savings, investments, and pensions, who are:

Approaching retirement within the next ten years.
Seeking clarity and confidence in their retirement plans.
In need of expert guidance on pensions, investments, and tax efficiency.

What can you expect?

Your consultation will cover:

Retirement Readiness: Dive into a detailed review of your financial health to gauge your preparedness for retirement.
Financial Forecasting: Experience our advanced cash flow planning tools, offering a vivid picture of your retirement finances.
Strategic Guidance: Receive personalised, actionable advice to enhance your financial future.

Ongoing partnership

Designed for those who value professional financial advice and are contemplating a long-term advisory relationship.

This consultation gives you an insightful preview of how our comprehensive retirement planning service can guide you towards your retirement goals. It’s the first step in understanding the broad range of services we can offer.

Should you desire a more thorough analysis of your retirement options and a bespoke strategy, we can discuss the possibility of working together.

Strategy Session Insights

Schedule your consultation

The next step couldn’t be simpler. From the calendar below, choose a date and time that work best for you. You'll receive an email confirming your appointment and providing a meeting link for the consultation.

Our experience with Frazer James has been positive. Their clear communication, responsiveness, and logical investment process have enabled us to lay what we believe to be a solid foundation for our retirement plans.

Charlotte Marshall – Retired

We received a faultless service. They explained the process in layman's terms and immediately acknowledged any query, the answer following swiftly. We highly recommend them.

Ed Caine – Retired

Having spent a career in finance, including pensions, I thought I knew what I was doing! But as I reached my 55th birthday I wanted to stop working but couldn’t figure out how it was possible, plus the pressure of self managing our pensions was becoming a burden. James and Chris have taken the worry, the complexity and the sleepless nights away and enabled us to retire with confidence and focus on more important things. We cannot thank James and the Frazer James team and their excellent service highly enough.

John Power – Retired

We have been delighted by the personal attention received by Frazer James and their promptness in responding to any queries. Their communication skills and commitment to their clients are first-rate. They always look to ensure good outcomes for investments and to explain their strategy to clients clearly and with a commitment to maximise gains. Their expertise, professionalism, and personal commitment to their clients are better than those we have encountered elsewhere.

John Ward – Retired

Excellent all round service, helping us to have the confidence to push ahead with an early retirement. Always keeping us updated promptly when we have asked. Meetings have been a pleasure.

Mark & Pip Owen – Retired

Frazer James' advice was first class and communications have been easy and straightforward. The portal is a really useful tool and the improvement in my funds performance has been significant. I can thoroughly recommend Frazer James for your financial planning advice. They are professional, friendly and very easy to deal with.

Martin Haffenden – Retired

5 stars based on 107 reviews